Stephanie brings 13 years of experience to Invest Forward. She graduated cum laude from the University of St. Thomas with a bachelor's degree in mathematical economics. She holds the following registrations: Series 7/General Securities, Series 66/Uniform Combined State Law Exam as well as Life, Health and Annuities for Insurance.
Stephanie specializes in comprehensive wealth management, more specifically: pre- and post-retirement planning, dividend producing portfolios, individual stocks and 401(K) plans.
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